⚡ 快速结论：
- 定价： Capsule CRM starts at $18 per user per month. Salesmate starts at $23/user/month.
- 最适合： Capsule CRM suits 小型企业 that want simple contact management. Salesmate suits sales teams that want calling and marketing 自动化 在一个控制面板中。
- 主要区别： Capsule has a free version. Salesmate has no free plan, but it ships Sandy AI and built-in phone features.
- 我们的选择： Capsule CRM for most 小型企业 buyers, based on its higher aggregate rating and lower entry price.
The cheaper CRM system is not always the weaker one.
Capsule CRM costs less per user than Salesmate every month.
But price is the smallest gap between these two CRM providers.
Capsule keeps things simple for small 商业 团队。
Salesmate packs sales and marketing tools into one CRM software platform.
Here is how the two compare across pricing, key features, and daily use.
概述
This Capsule CRM vs Salesmate comparison covers pricing, core features, and ease of use.
We also break down which CRM solution fits which kind of business.
我们的信息来源包括已发布的规格说明、供应商文档和 G2 评测。
我们的 作家 also spent hands-on time inside Salesmate.
Notes on Capsule CRM come from documentation and public user reviews.
什么是 Capsule CRM？
Capsule CRM is a cloud-based customer relationship management platform for small to medium businesses.
It centralizes customer interactions, contact records, notes, and social profiles.
The result is a 360-degree view of every customer interaction.
Capsule follows a “powerful simplicity” approach to contact management and sales.
The minimalist interface lets teams start without a dedicated account manager or admin.
Most small businesses pick it because it needs almost no training.
🏆 优胜者：Capsule CRM
A clean CRM system built for small business teams. The free version covers 250 contacts and two users.
胶囊式客户关系管理定价
Here is what Capsule CRM cost looks like in 2026. Every figure below is priced per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | 最多可添加 250 个联系人和 2 个用户 |
| 起动机 | 每用户每月 18 美元 | Small teams that need a real paid plan |
| 生长 | 每用户每月 36 美元 | Teams needing multiple sales pipelines |
Pricing verified August 2026.
💡 定价说明： Our research notes list higher figures and extra paid tiers such as Advanced and Ultimate. The table above uses our verified pricing data. Check the vendor page before you buy, since rates change when you pay annually versus monthly.
免费试用： Yes. You can also stay on the free plan for as long as you like, with no card required.
退款保证： None advertised. The free version acts as the trial instead.
📌 笔记： The free version caps storage at 50MB and leaves out reporting. If you want all the features, you need a paid plan.
⚠️ 警告： Capsule bills per seat. Ten users on Growth cost ten times the listed rate, so map your headcount before you upgrade.
Capsule CRM 的主要优势
Here is what makes Capsule worth a look:
- Free version for 250 contacts: Two users get full contact management at no cost. Few CRM providers give away that much.
- One record per customer: Emails, calls, and files sit in a single hub. That removes data silos and keeps customer data current for other team members.
- Project boards after the sale: Project management boards link delivery work directly to won deals. This is rare in a light CRM system.
- Tracks and workflow automations: Templated task lists handle repeatable business processes like onboarding. Higher paid tiers add multi-step automation.
- 60+ native integrations: Xero, QuickBooks, and Mailchimp connect natively. Over 1,000 other integrations arrive through Zapier.
- Google Workspace and Microsoft 365: Add contacts from Gmail and view events inside Capsule. Teams still on G Suite branding will recognise the same setup.
- Custom fields and reporting tools: Paid plans add a sales dashboard covering conversion rates, pipeline health, and revenue forecasting.
我们的团队注意到了什么
Note: our writers have not had extended hands-on time inside a Capsule account yet. Everything above comes from published documentation, the vendor pricing page, and public user reviews. We will add first-hand notes once that changes.
Public reviews are consistent on two points. G2 reviewers highlight contact management and sales pipeline features as the easiest parts to learn. The same reviews flag email tracking as clunky, since saving a message means BCC-ing a special address.
Capsule CRM 的优点和缺点
✅ 优点
- Free version covers 250 contacts and 2 users
- Clean interface that needs no formal training
- Project boards tie delivery work to won deals
- Lower entry price than most CRM providers
❌缺点
- Fewer advanced features than heavier CRM tools
- Email tracking needs a BCC address to save messages
- Google Workspace sync only runs one way
- Support is email-first with no live chat
Salesmate是什么？
Salesmate CRM 是一个集销售、营销和支持于一体的云端平台。
It was built primarily for small and medium-sized companies.
The platform replaces several disjointed systems, which helps teams save money.
Sales reps get a visual pipeline to track deals from first touch to close.
Sandy AI drafts emails, summarises calls, and qualifies leads automatically.
The goal is to generate more leads, close more deals, and build lasting customer relationships.
Here is a walkthrough of how Salesmate looks in daily use.
Runner Up: Salesmate
A sales-first CRM with built-in phone, AI, and marketing automation. Test it with a 15-day free trial and no card.
销售伙伴定价
Salesmate sells three published plans. All rates are per user.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | Small teams starting pipeline management |
| 专业版 | 每用户每月 39 美元 | Sales teams needing automation and calling |
| 商业 | 每用户每月 63 美元 | Larger teams wanting deeper analytics |
Pricing verified August 2026.
免费试用： 15 days, with no credit card required.
退款保证： None published. The trial is the safety net here.
📌 笔记： The vendor also markets an Enterprise tier beyond these three plans. Seasonal offers appear too, including a Black Friday promotion at 10% off annual plans.
⚠️ 警告： Some users report that leads can be deleted after a missed payment. Keep an export of your customer data and treat billing as a security matter.
Salesmate 的主要优势
Here is where Salesmate earns its higher price:
- Contact and Deal Intelligence: Emails, calls, and notes merge into one view of every account. Nothing sits in a separate 收件箱.
- Sandy AI automation: 这 助手 handles repetitive tasks like drafting emails and summarising calls. It also scores leads for you.
- Built-in phone: Call recording and voicemail drops run inside the CRM. Capsule has no native calling at all.
- 会议 调度器： Prospects book meetings from a link. That removes a full round of follow ups per deal.
- 700 多个集成： Google Apps, Microsoft Apps, Slack, and Zapier integrations connect to other apps you already run.
- 自动化之旅： Multi-channel drip campaigns and follow-up sequences run without manual sending.
- Automatic data entry: Contacts get enriched and every message is logged, so reps stop typing notes by hand.
我们的团队注意到了什么
Our writer created an account, imported test contacts, and ran a small pipeline through it. Here is what stood out from that hands-on time:
Salesmate 的优缺点
✅ 优点
- 内置通话、录音和语音信箱功能
- Sandy AI cuts manual data entry for sales reps
- Over 700 app integrations including Zapier
- Support team is frequently praised for fast replies
❌缺点
- 没有免费套餐，只有 15 天试用期。
- Bugs reported in the email template editor
- Marketing automation trails dedicated platforms
- Costs $5 more per seat than Capsule at entry level
功能对比
Ready for a closer look at Capsule CRM vs Salesmate? We compare ten areas below, from contact records to cost.
| 特征 | 胶囊客户关系管理 | 销售员 |
|---|---|---|
| 起价 | 每用户每月 18 美元 | 每用户每月 23 美元 |
| 免费计划 | ✅ | ❌ |
| 多条销售渠道 | ✅ | ✅ |
| 内置电话 | ❌ | ✅ |
| 人工智能助手 | ❌ | ✅ |
| 项目看板 | ✅ | ❌ |
| 会议安排器 | ❌ | ✅ |
| 原生集成 | 60+ | 700+ |
| 最适合 | 简易联系人管理 | Active outbound sales teams |
1. 联系人管理
胶囊型客户关系管理： Every person and organisation gets one record. Communication history, notes, and social profiles sit together, so keeping track of customers takes no effort. Custom fields let you shape records around your own business.
销售员： Contact and Deal Intelligence pulls emails, calls, and notes into a single view of each company. Accounts enrich themselves, so reps spend less time on data entry.
2. 销售渠道管理
胶囊型客户关系管理： The sales pipeline shows every open opportunity and its stage. You can build custom sales pipelines that mirror your real sales process. Higher plans unlock multiple sales pipelines for different product lines.
销售员： A visual board covers pipeline management from lead generation through close. It is fully customisable, so a 房地产 company and a SaaS firm can run different stages on the same platform.
3. Task Management and Scheduling
胶囊型客户关系管理： Assign tasks, set recurring work, and sync deadlines with Outlook or Gmail. Tracks turn onboarding and other repeatable jobs into templated checklists.
销售员： Task management sits next to a meeting scheduler that lets prospects book meetings on their own. That one feature saves a real chunk of back-and-forth each week.
4. 电子邮件营销和跟踪
胶囊型客户关系管理： Email marketing runs through the 转发器 integration and Mailchimp, so marketing campaigns launch from the CRM. Email tracking is the weak spot, since saving a message means BCC-ing a set address.
销售员： Templates, open tracking, and automation journeys drive multi-channel drip campaigns. Reviewers do report bugs in the template editor, which hurts productivity on busy days.
⚠️ 警告： Neither tool replaces a dedicated marketing platform. Some reviewers note Salesmate is not the strongest pick for marketing automation compared with specialist software.
5. 报告和销售预测
胶囊型客户关系管理： The sales dashboard covers conversion rates, pipeline health, and revenue forecasting. Reporting features are locked behind a paid plan, so free users cannot generate reports at all.
销售员： Dashboards turn raw activity into insights on sales performance. Sales forecasting and goal tracking are available on every paid tier, not just the top one.
6. 集成
胶囊型客户关系管理： Over 60 native connections cover Xero, QuickBooks, and Mailchimp, plus 1,000 more through Zapier. Google Workspace and Microsoft 365 both connect, though sync runs one way only, so a full integration is not on offer.
销售员： More than 700 apps connect, including Google Apps, Microsoft Apps, and Slack. Working inside Gmail is supported, and developers get open APIs for custom builds.
7. Ease of Use and Team Collaboration
胶囊型客户关系管理： This is the strongest argument for the product. The interface is user friendly enough that you rarely need to train users at all. Small teams and non profits get running the same day.
销售员： Teammate tagging, shared notes, and full communication history keep everyone aligned. There is more to learn here, which is the trade-off for the extra depth.
8. Mobile Apps and Lead Capture
胶囊型客户关系管理： The mobile app on iOS and 安卓 handles tasks and contacts away from the desk. Reviewers like it but say it could be sharper.
销售员： The mobile CRM gives full access to data and activities. Personalised web forms embed on your site or ship as links, feeding lead management directly.
9. 定制和支持
胶囊型客户关系管理： Custom fields and tags cover most account management needs. Support runs on email, and reviewers wish for live chat or a proper help desk queue.
销售员： Chatbots capture questions on your site and route them to the right person. Reviewers call the support team quick and helpful, which is the most consistent praise the product gets.
10. 定价与成本
Let us line up the plans side by side. All figures are per seat.
| 层级 | 胶囊客户关系管理 | 销售员 |
|---|---|---|
| 自由的 | 免费：0 美元 | ❌ 无免费等级 |
| 入口 | Starter: $18/user/month | 基础版：23 美元/用户/月 |
| 中 | Growth: $36/user/month | 专业版：39 美元/用户/月 |
| Top published | Growth: $36/user/month | 企业版：每用户每月 63 美元 |
胶囊型客户关系管理： The free plan carries real weight for a very small business. Starter undercuts Basic by $5 per seat, and the ceiling stops at $36/user/month. For a five-person team that gap is meaningful over a year.
销售员： You pay more, but calling, AI, and a meeting scheduler are bundled in. If those replace two or three other systems, the higher rate can still save time and money overall.
💡 专业提示： Price both tools at your real headcount before deciding. Ask each vendor what changes when you pay annually, since discounts apply when plans are billed annually.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 免费版 | 胶囊客户关系管理 | 250 contacts at no cost |
| 内置通话 | 销售员 | 本地电话和语音信箱 |
| Post-sale project boards | 胶囊客户关系管理 | Delivery work links to won deals |
| AI to cut admin | 销售员 | Sandy AI drafts and summarises |
| Lowest cost per seat | 胶囊客户关系管理 | $5 cheaper at entry level |
| 适合初学者的设置 | 胶囊客户关系管理 | Almost no learning curve |
💰 您的预算
Capsule wins on raw cost at every published tier. Salesmate only makes financial sense if its bundled phone and AI replace tools you already pay for.
🔌 您的技术栈
Run Xero, QuickBooks, or Mailchimp and Capsule slots in fast. Need deeper hooks across 700 apps and open APIs, and Salesmate’s platform gives you more room.
📞 Your Sales Cycle
A long sales cycle with heavy phone work favours Salesmate. Short cycles built on referrals and email fit Capsule better.
🎓您的经验水平
First CRM? Use Capsule and grow into it. Teams moving from other CRMs usually want the extra depth Salesmate offers.
🆓 免费试用和演示
Capsule lets you sit on a free plan indefinitely. Salesmate gives 15 days with no card, which is enough to test a real pipeline.
🛟 支持选项
Capsule handles support by email only, with no help desk chat. Salesmate reviewers repeatedly single out fast, useful replies as a strength.
切换指南
Already running one of these? Here is what changes if you move.
🔄 Switching from Capsule CRM to Salesmate?
✅ 你将获得：
- Native calling, recording, and voicemail drops
- Sandy AI to automate admin and qualify leads
- A meeting scheduler and web forms for lead capture
❌ 你会失去什么：
- The free version and its zero-cost entry point
- Project boards tied to won sales opportunities
- The simplest interface of the two
📋 如何切换：
- Export contacts, notes, and open deals from your Capsule account as CSV.
- Create a Salesmate trial and map your fields during import.
- Rebuild pipeline stages, then reconnect email and calendar.
🔄 Switching from Salesmate to Capsule CRM?
✅ 你将获得：
- A lower bill and a free tier to fall back on
- Project management boards for post-sale delivery
- An interface new hires pick up in an afternoon
❌ 你会失去什么：
- Built-in phone and call recording
- Sandy AI and automation journeys
- Roughly 640 extra app connections
📋 如何切换：
- Export contacts, companies, and deals from Salesmate.
- Open a free Capsule account and import the file.
- Add custom fields, then connect Google Workspace or Microsoft 365.
我们的评测没有涵盖的内容
This comparison focused on small businesses and lean sales teams. We did not test enterprise contracts, custom pricing, or migration at 100+ seats. Add ons and premium integrations sold separately were also outside our scope. Our extensive research covers the August 2026 versions, so check the current date on any vendor pricing page before you commit.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 胶囊客户关系管理 |
| 🚀 核心功能 | 销售员 |
| 👶 易用性 | 胶囊客户关系管理 |
| 📊 举报功能 | 销售员 |
| 🔌 集成 | 销售员 |
| 📁 项目管理 | 胶囊客户关系管理 |
| 🎁 Free Access | 胶囊客户关系管理 |
| 🏆 总冠军 | 胶囊客户关系管理 |
🏆 优胜者：CAPSULE CRM
Capsule CRM wins 4 of 7 categories.
最适合： Small businesses, first-time CRM buyers, non profits, and teams that want contact management without complexity.
These two products are aimed at different buyers. Capsule sells simplicity and a free entry point. Salesmate sells depth across sales and marketing in one system.
Salesmate is the stronger tool if your reps live on the phone. Its calling, AI, and automation genuinely reduce daily admin, and its support gets steady praise.
But for most small business buyers, Capsule is the safer first choice. It costs less, it needs no onboarding project, and the free plan lets you prove the value before spending anything.
相比之下，Capsule CRM 的优势更多
Here is how Capsule stacks up against other CRMs on our shortlist:
Capsule 胜出： Cheaper paid tiers, faster setup, project boards for delivery work
HubSpot 在以下方面胜出： Far deeper marketing automation, a bigger free tier, more reporting depth
Capsule CRM 与 管道驱动
Capsule 胜出： A genuine free plan, post-sale project management, simpler contact records
Pipedrive 获胜： Sharper deal forecasting, more sales-focused automation, richer activity reporting
Capsule 胜出： Much shorter learning curve, cleaner interface, less admin overhead
Zoho CRM 的优势在于： Broader feature range, tighter suite integration, more customisation at scale
Capsule CRM 与 Freshsales 的对比
Capsule 胜出： Lower entry price, easier onboarding, clearer contact records
Freshsales 在以下方面胜出： Built-in phone, AI lead scoring, stronger native reporting
Salesmate 的对比更多
Salesmate competes with several other companies in this space:
销售员 vs 基普
Salesmate 获胜条件： Lower entry pricing, more app connections, a cleaner deal board
Keap 获胜理由： Stronger campaign 建筑商, e-commerce features, more mature automation templates
销售员 vs ActiveCampaign
Salesmate 获胜条件： Native calling, a built-in meeting scheduler, better deal tracking
ActiveCampaign 在以下方面胜出： Email deliverability, segmentation depth, a far larger template library
Salesmate 与 Freshsales CRM 的比较
Salesmate 获胜条件： Customisation across unique processes, more integrations, faster support replies
Freshsales CRM 的优势在于： A free starting tier, tighter helpdesk pairing, more predictable billing
Salesmate 对阵星期一 客户关系管理
Salesmate 获胜条件： Purpose-built sales tooling, calling, AI-assisted follow-up
周一 CRM 胜出： Visual work management, cross-team boards, easier non-sales use cases
常见问题解答
Capsule CRM是用来做什么的？
It manages contacts, sales pipelines, and post-sale project work for small teams. Everything about a customer sits in one record, which removes the need for separate spreadsheets.
Capsule CRM 的价格是多少？
The free version costs nothing for 250 contacts and two users. Starter runs $18/user/month and Growth runs $36/user/month, so a five-seat team pays $90 monthly on Starter.
Salesmate是做什么用的？
Sales teams use it to track deals, call prospects, and automate follow-up. Sandy AI drafts emails and summarises calls, which cuts the admin load on reps.
有没有完全免费的客户关系管理系统（CRM）？
Yes. Capsule offers a permanently free tier for two users and 250 contacts, though reporting is excluded. Salesmate has no free plan, only a 15-day trial.
Which is the better CRM for a small business?
Capsule suits most buyers, thanks to its lower price and gentler learning curve. Pick Salesmate if your reps need built-in calling and AI automation every day.
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